Sentences with phrase «equity investing strategy»
Executive Summary This article was published in 2011 in response to the growing popularity of passive equity investing strategies claiming to offer higher risk - adjusted performance than traditional market - cap - weighted indices.
https://www.researchaffiliates.com/ Not exact matches
«As part of our capital allocation strategy to invest in and grow our core brands, we acquired an additional 36 % interest in Wuxi KFC, increasing our total equity interest to 83 %.
Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.
As part of a long - term strategy, EM equity funds offer investors the potential for greater returns than they might get if they invest exclusively in developed markets.
In an earlier post, «Where to Ride Out the Volatility,» I covered three investing strategies to consider today for the equity side of portfolios, opting for defensive sectors not included.
This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation.
We have two equity strategies: the North American dividend growth strategy, which can potentially invest in any company that trades in North America, and the global tactical ETF [exchange - traded fund] strategy, which uses a combination of exchange - traded funds to provide exposure around the globe.
Established in 1992, Cerberus Capital Management, L.P. is a global leader in alternative investing with approximately $ 34 billion under management across complementary credit, private equity, and real estate strategies.
The Core Equity Strategy invests primarily in mid and large capitalization stocks of high - quality companies.
Established in 1992, Cerberus Capital Management, L.P. is a global leader in alternative investing with approximately $ 34 billion under management across complementary private equity, credit, and real estate strategies.
Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.
Such strategies involve investing predominantly in corporate credit, including senior secured and mezzanine loans and high yield, distressed and high grade debt securities, private equity controlled positions, real estate investment and investment in pools of non-performing loans in Europe and Asia.
One challenge to our growth investing strategy in 2018 may be the high level of investor skepticism surrounding current valuations for US equities in general, and for technology in particular.
The ZBB method allows private - equity firms to standardize cost management practices across portfolio companies and invest savings in growth strategies.
It pursues this objective by investing principally in equity securities of non-U.S. issuers and using hedging strategies to vary the exposure of the Fund to general market fluctuations.
If you're relatively young, say under 40 years old, investing the majority of your equity exposure in dividend yielding stocks is a suboptimal investment strategy in my humble opinion.
«We don't have to try and decide to make our money in any one instrument or strategy - we can invest in private equity, individual equities or arbitrage.
Summary of the Robin Hood conference: Einhorn, Tepper, Druckenmiller etc [ValueWalk] Profile of Renaissance Technologies» secretive Medallion Fund [Bloomberg] Reflections on the Trump Presidency, after the election [Ray Dalio] How T. Boone Pickens sits tight in the riskiest of businesses [NYTimes] The next generation of hedge fund stars: data - crunching computers [NYTimes] Treasury officials are warning hedge funds could create the next big crisis [Vox] Bill Ackman's 2016 fortune: down, but far from out [NYTimes] Omega's Einhorn sees Trump's policies boosting stocks [Reuters] Tourbillon's Jason Karp says Trump will make stock pickers great again [Reuters] John Paulson got Trump elected and now has favor to ask [Vanity Fair] Jim Chanos says Valeant was biggest loser ever for hedge funds [CNBC] Credit Suisse said raising $ 2 billion for hedge fund stakes [Bloomberg] Tyrian Investments to close [Reuters] Hedge fund strategies no longer correlated with equity returns [Investing] Female fund managers are a rarity across the globe [Morningstar] This is why alternatives are worth it [ValueWalk]
Dividend growth investing is a strategy where one buys equity in businesses with solid fundamentals and competitive advantages.
This portfolio invests in a combination of four underlying equity funds with distinct investment strategies.
The Magic Formula diverges from Graham's strategy by exchanging for Graham's absolute price and quality measures (i.e. price - to - earnings ratio below 10, and debt - to - equity ratio below 50 percent) a ranking system that seeks those stocks with the best combination of price and quality more akin to Buffett's value investing philosophy.
• Never invest the entirety of your capital at once • Review the dynamics of your trading asset prior to investing • Exercise the strategy by investing only 5 to 10 percent of your equity per placement
Mr. Hagstrom focuses on developing equity strategies that will invest globally combining EquityCompass» quantitative approach and his own qualitative approach to investing.
Mr. Moysiuk built and led the senior team responsible for a portfolio that grew to approximately $ 2 billion, $ 1 billion of which was executed in direct investments, with the remainder invested in specialty partnerships and joint ventures with differentiated private equity and related strategies.
Mr. Moysiuk built and led the senior team responsible for investments of approximately $ 4 billion, $ 1 billion of which was executed in direct investments, with the remainder invested in specialty partnerships and joint ventures with differentiated private equity and related strategies.
Hybrid or multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.
We have created a long - only equity strategy that aims to beat the S&P 500 total return benchmark by using tactical allocation algorithms to invest in equity ETFs.
Long / Short Equity - An investing strategy of taking long positions in stocks that are expected to appreciate and short positions in stocks that are expected to decline.
«Even though a buy - and - hold strategy of investing in equities is likely to outperform a rebalancing strategy between stocks and bonds in the long run, risk is better controlled in the short run.»
With fully two - thirds of its money invested in domestic and foreign stocks, private equity and «absolute return strategies» (i.e., hedge funds), the New York State pension fund has a risky asset allocation profile typical of its counterparts across the country — because chasing risk is its only hope of earning 7 percent a year in a market where the most secure long - term bonds yield barely 2 percent.
Instead of honestly acknowledging the root causes of struggling schools and investing in real equity in public education, today's policymakers and deep - pocketed corporate education «reformers» offer misguided strategies that fail to address the central problem: a failure to invest in Black, Brown and poor children, the educators who teach them and the communities in which they live.
Experienced, Talented Investment Team: The team possess [es] decades of experience investing in long short equity strategies for institutional investors.
The fund seeks long - term capital appreciation by investing substantially in the equity securities of companies that are leaders in their industries, and which the managers believe are suitable for a buy - and - hold strategy.
One of the great anomalies of investing: The historical long - term outperformance of certain smart beta or factor - based strategies relative to the broader equity market (think choosing stocks based on their valuations, momentum, low volatility or quality metrics such as profitability).
Equity smart beta strategies like momentum, value, quality and minimum volatility are by far the most adopted factor strategies and often serve as the gateway to this type of investing.
A fundamental equity long / short strategy investing predominantly in large cap equities with a global focus.
Schroder GAIA BlueTrend is a trend following strategy that invests across a broad range of markets, including equities, bonds, commodities, interest rates and currencies.
Schroder GAIA Wellington Pagosa is a multi-strategy fund that invests in long / short equity, absolute return fixed income, and market neutral strategies.
«In fact, there may be diseconomies of scale for larger public pension plans because of the complexity of implementing their investment strategies, which include contracting out for external experts — a practice that has become increasingly popular, with plans investing more in non-traditional assets such as real estate, infrastructure, and private equity,» said the report.
There are a number of factors one should evaluate before investing in an equity indexed annuity (including but not limited to: rates, indexes, crediting strategies, surrender charges, surrender fees, riders, etc.).
Portfolio Strategies Investing for Retirement Requires a Disciplined Approach Maintaining a substantial equity exposure before and during retirement helps you achieve long - term financial goals.
Discover our comprehensive range of European equity strategies, from traditional equity investing, such as growth and value, to alternatives such as absolute return.
In an earlier post, «Where to Ride Out the Volatility,» I covered three investing strategies to consider today for the equity side of portfolios, opting for defensive sectors not included.
The DI monthly newsletter keeps abreast of research in the area of equity - income investing with an eye toward sound strategies that can be used manage a stock portfolio of with an equity - income approach.
The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.
The fund follows a value oriented strategy and seeks to achieve its investment objective by investing in equity and debt securities, money market instruments, and derivatives.
Investing in growing companies committed to sustainable practicesCommitted companies: The fund invests in growth companies with the goal of delivering positive financial and ESG performance.Active strategy: The managers utilize bottom - up research to identify companies with attractive sustainability, fundamental, and valuation characteristics.Veteran team: A dedicated sustainable investing team is backed by Putnam's equity research and quantitative / risk analysiInvesting in growing companies committed to sustainable practicesCommitted companies: The fund invests in growth companies with the goal of delivering positive financial and ESG performance.Active strategy: The managers utilize bottom - up research to identify companies with attractive sustainability, fundamental, and valuation characteristics.Veteran team: A dedicated sustainable investing team is backed by Putnam's equity research and quantitative / risk analysiinvesting team is backed by Putnam's equity research and quantitative / risk analysis groups.
While equity REITs are backed by real property and thus have built - in inflation protection (not to mention growth potential), mortgage REITs are essentially single - strategy «hedge funds» that borrow short - term funds cheaply and invest the proceeds in longer - duration mortgages.
After one of the best quarters ever for Sparinvest's global value equity strategies, the team considers reasons for the rallies in the European and Japanese markets and highlights some of the benefits of active investment — including a focus on ESG risks - which passive investing is unable to offer.
Investing in growing companies solving sustainability challengesImpact companies: The fund invests in growth companies that directly demonstrate positive impact in social, environmental, or economic development.Active strategy: The managers utilize bottom - up research to identify companies with attractive sustainability, fundamental, and valuation characteristics.Veteran team: A dedicated sustainable investing team is backed by Putnam's equity research and quantitative / risk analysiInvesting in growing companies solving sustainability challengesImpact companies: The fund invests in growth companies that directly demonstrate positive impact in social, environmental, or economic development.Active strategy: The managers utilize bottom - up research to identify companies with attractive sustainability, fundamental, and valuation characteristics.Veteran team: A dedicated sustainable investing team is backed by Putnam's equity research and quantitative / risk analysiinvesting team is backed by Putnam's equity research and quantitative / risk analysis groups.